SPConnect 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

SPConnect

4.7

(14)

Pricing

Starting at $99.00 per month

About SPConnect

Connect Software was designed by and for commercial HVAC contractors but was exclusive to SPGroup membership until February of 2021. Now all commercial HVAC contractors have access to the product that helped our members grow their business by an average of 20% per year!

Equipment/asset management, contact and customer management, pricing tool, document generator, and robust CRM.

SPConnect Screenshots

SPConnect Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

Basic

$99.00

per user, per month

No plan information available

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SPConnect Features

Popular features found in Field Service Management
Alerts/Notifications
Billing & Invoicing
Calendar Management
Contact Database
Electronic Signature
GPS
Inventory Management
Mobile Access
Online Time Clock
Quotes/Estimates
Routing
Service History
More features of SPConnect
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Approval Process Control
Asset Lifecycle Management
Audit Trail
Bid Management
Client Portal
Commercial/Industrial
Contact Management
Contract Drafting
Contract/License Management
Cost Database
Cost Estimating
CRM
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Equipment Maintenance
Equipment Tracking
File Storage
Fixed Asset Management
For HVAC Companies
Historical Reporting
Inventory Control
Job Costing
Job Management
Job Tracking
Labor Rates
Lead Capture
Lead Management
Lead Qualification
Location Tracking
Maintenance Scheduling
Multi-Location
Opportunity Management
Performance Metrics
Pipeline Management
Predictive Maintenance
Preventive Maintenance
Proposal Generation
Purchase Order Management
QuickBooks Integration
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reminders
Reporting/Analytics
Reporting & Statistics
Sales Activity Management
Scheduling
Search/Filter
Self Service Portal
Status Tracking
Task Management
Task Scheduling
Technician Management
Template Management
Timesheet Management
Workflow Management
Work Order Management

SPConnect User Reviews

Overall Rating

4.7

Ratings Breakdown

71%

29%

Secondary Ratings

Ease of Use

4.6

Value for money

4.9

Customer support

4.9

Functionality

4.5

Have you used SPConnect and would like to share your experience with others?

Verified

Reviewer

Facilities Services

51-200 employees

Used daily for more than 2 years

Reviewed April 2021

Great Sales Tool

Connect Software has been a great addition to our organization. The customer support team is friendly and responsive. I couldn't ask for a better group to partner with.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Connect Software allows us to manage our current customers and prospects better. Project agreements can be generated easily from anywhere and have allowed us to get proposals to customers faster. Service Agreements start with entering the equipment inventory, which allows us to manage that piece of equipment all the way through its life inside an agreement. We also use the equipment inventory to upload photos to highlight equipment to a customer during the sales process. One of the best benefits in addition to faster proposal delivery is the quality of the documents created. Connect generates high-quality, professional documents for every stage of a Project or Service Agreement.

Cons:

I wish they could take over my operations software next! I'm told it is in development.

Michael B.

Verified reviewer

Facilities Services

10000+ employees

Used daily for more than 2 years

Reviewed April 2021

Best software I've used. Speeds up the sales process 10 fold.

This software has been a game changer in the HVAC market, the speed and easy of producing a proposal for repairs, project, and maintenance. Always having the customers information at your finger tips has been great for business. Also, being able to track sales leads, sales activity has increased sales and the probability of closing a sale. I know there is details I missed about the things Connect Software does, I would high recommend this product to anyone in the industry!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

First thing I like most of all would be the speed at which I can produce a well laid out, details proposal and agreements. The next would be the easy of access to all the information that is store for each and every customer in the database. I can log on to the website any where at any time and look at a customers equipment list, repair quote, project proposals, etc.., and relay that information over.

Cons:

That this software wasn't available soon! Honestly, the only issues I have with the software is during updates. Sometime following an update the system has one or two items that need to be fixed, but they are minor issues that are fixed promptly. We have never lost any information that was enter during an update.

Reasons for switching to SPConnect

The older software couldn't keep up with the evolving industry, customers need information a nd work to be handled fast then ever nowadays.

Guy S.

Verified reviewer

Mechanical or Industrial Engineering

51-200 employees

Used daily for less than 2 years

Reviewed April 2021

Less stress

Using it daily to keep track of leads / write proposals

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The proposal writing aspect of this is making my job a little easier

Cons:

Good program, just took some getting used to

Vendor Response

Thank you for the review, Guy!

Replied May 2021

Carl J.

Verified reviewer

Facilities Services

11-50 employees

Used daily for less than 2 years

Reviewed April 2021

Connect Software review

The reviewing of the sales proposals have reduced my time since the pricing structure is basically untouchable by the sales people.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Overall the concept is the greatest, it has a vast amount of data spread throughout the entire package.

Cons:

For our business, we offer other services that are not listed so to consolidate them all to one is a big undertaking. Small bugs that pop up from maybe not testing before pushing the update(s). It would be wonderful to know a head of time when the updates were happening.

Reasons for choosing SPConnect

ESC was in the mode of forcing everyone to the cloud based side but they did not carry the ESC box over with it. This made it very hard to integrate. Microsoft Dynamics GP was worse on the accounting side.

Reasons for switching to SPConnect

[SENSITIVE CONTENT HIDDEN] who developed Perfectware sold it to one of his employees [SENSITIVE CONTENT HIDDEN] still runs Perfectware but at the invention time for CONNECT [SENSITIVE CONTENT HIDDEN] platform became outdated and Microsoft dumped that platform. Looking for another solution we became a BETA for CONNECT. It was the connection that we needed. Sales went up as the presentation is fabulous.

Vendor Response

Thank you for the feedback, Carl! As one of our BETA testers, you certainly had your share of issues to report. We sincerely appreciate your partnership and look forward to witnessing your continued success!

Replied April 2021

Stephen O.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used daily for more than 2 years

Reviewed May 2021

Increased sales

Great customer support, easy to use, and is a software that continuously enhances it's features and benefits.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The depth of live data used to simplify and customize complex solutions for the customers. The program increases the productivity of the sale team by streamlining the sales process and producing professional materials for the customer engagements.

Cons:

The 2021 upgraded version is much faster and easier to use, learning the new program updates (of any software) can be a challenge - but it was worth it!

Reasons for choosing SPConnect

Connect is a digitized version of proven best practices used to grow HVAC service company's for decades. The proven process, technology, support and training are specifically designed to met the needs of our associates and company.

Reasons for switching to SPConnect

The depth of applicable data and customization available.

Vendor Response

Thank you for the review, Stephen!

Replied May 2021

Martha T.

Verified reviewer

Construction

51-200 employees

Used daily for less than 2 years

Reviewed April 2021

Beta Tester

Connect is going to allow us to use one software platform instead of the three we use right now. We are going to have better reporting tools on contracts and on the overall customer which is going to be a huge bonus! I look forward to everything that Connect is going to offer!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I like the ease in which you can move around the software and that all customer information is in once place. I have really enjoyed being a part of the implementation team and the quick turnaround times when we do come across a problem. The customer service team is always available and a joy to work with!

Cons:

At this time, my least favorite item is the dispatch portion (which is still being developed). I feel once we're fully up and running, and with a few tweaks, this will also be a great tool!

Vendor Response

Thank you for the review, Martha! And thank you for being our dispatch guinea pig as we work to build the perfect product!

Replied May 2021

Robert P.

Verified reviewer

Construction

201-500 employees

Used daily for more than 2 years

Reviewed April 2021

Review Connect Software

We are able to generate more proposals in a shorter period of time an dare able to close more sales

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is very easy to use. We were able to train our reps on the system in a very short period of time. They were generating professional quotes in a consistent format with in an hour or two of being introduced to the product. With the sales leader board I am able to easily manage activity and I have the information needed to provide reports to the leadership team

Cons:

Overall, I am happy with the product. Unfortunately it does not communicate with the existing antiquated operational system the company is presently on so we are required to make double entries. The migration under the new platform was not as smooth as I had hoped it would have been but when issues were noted the support team was very responsive.

Michael M.

Verified reviewer

Construction

51-200 employees

Used daily for less than 2 years

Reviewed June 2021

Great for HVACR Service teams

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Connect is tailored for our use as an HVACR service provider that needs both closely track the many leads and proposals generated by our sales development team, as well as organize and manage the relationships with our current client base. Being able to handle the entire sales process from lead generation all the way through to the booking package limits the amount of paperwork and streamlines the sales process so our team can focus more of their time on generating more leads and contacts. The fact that it is built with all the industry terminology, data, and other specifics for our industry allowed for quick implementation.

Cons:

As a software platform that is being enhanced and expanded, the typical bugs can be expected and seen at times. Support team has been excellent at following up and resolving in reasonable amount of time and with good communication though which is helpful.

Emma H.

Verified reviewer

Facilities Services

11-50 employees

Used daily for less than 12 months

Reviewed April 2021

Commercial Based Software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software has provided our 18 member companies a product dedicated to commercial based companies compared to the other product's available in the market which are tailored to residential companies. It has increased sales productivity with it's ease of use and onboarding process. I have heard nothing but positive feedback from our members that have made the switch to this software.

Cons:

From what we hear from our member companies, they want it to be the complete package of sales and operations. The operations piece is in the works but not released yet, so we get a lot of impatient inquiries.

Vendor Response

Thank you for the review, Emma!

Replied May 2021

Brittany C.

Verified reviewer

Construction

51-200 employees

Used daily for less than 12 months

Reviewed April 2021

Connect Software Review

I started using the program during the trial and since then things have come full circle. The program is easy to use once you understand it and keeps all of your information in one place. This program can be very beneficial for your team to be able to see what everyone is doing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once you learn the program it is really beneficial to your team. I like the formality of the proposals once they are uploaded. The program is easy to use.

Cons:

Just like everything it takes time to learn and understand how things work. I wouldn't necessarily say it's a con, because anything that is new needs learned and practiced.

Vendor Response

Thank you for the review, Brittany!

Replied May 2021

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